Mayflower Financial Advisors’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,485
| Closed | -$225K | – | 371 |
|
|
2023
Q1 | $225K | Hold |
13,485
| – | – | 0.03% | 310 |
|
|
2022
Q4 | $127K | Hold |
13,485
| – | – | 0.02% | 331 |
|
|
2022
Q3 | $37K | Hold |
13,485
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $39K | Hold |
13,485
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $40K | Hold |
13,485
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $62K | Hold |
13,485
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $79K | Sell |
13,485
-500
| -4% | -$2.93K | 0.01% | 325 |
|
|
2021
Q2 | $84K | Sell |
13,985
-393
| -3% | -$2.36K | 0.01% | 308 |
|
|
2021
Q1 | $91K | Sell |
14,378
-1,400
| -9% | -$8.86K | 0.01% | 285 |
|
|
2020
Q4 | $89K | Buy |
+15,778
| New | +$89K | 0.02% | 272 |
|